George Asadorian is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent time at AXA Advisors and the College of Charleston. Outside of advising, he is employed part-time as an IT technician with Cutting Systems, Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates via LPL-sponsored programs and endorsed third-party managers, offering both discretionary and non-discretionary advisory services.

Michael Tokmazeysky is a financial advisor with Ameriprise in Moreland Hills, OH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he pursues freelance family and event photography several times a year. Ameriprise specializes in retirement-income planning for clients typically holding at least $1 million in investable assets, offering comprehensive recommendation reports that integrate tax-smart withdrawal strategies and Social Security options. The firm combines algorithmic modeling with personalized advice and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sebastien Glinzler is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 66 credentials and with eight years of industry experience. His prior roles include positions at Huntington National Bank and Prudential Insurance Company of America. Outside of finance, he is an owner and partner of Choolah Holdings LLC, a fast-casual Indian BBQ restaurant chain. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Sean Sargent is a financial advisor with LPL Financial based in Parma, OH, with 24 years of industry experience. He has worked at TA-Check Financial since 2000 and was previously with SII Investments Inc from 2007 to 2018. In addition to his advisory role, he is involved in tax preparation and accounting services through TA-Check Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Shauvi Rogers is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, Rogers held roles at W & S Brokerage Services, Western & Southern Life, and Keybank, NA, among others. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Robert Hirsh is a financial advisor with OSAIC who holds a Series 63 designation and has 41 years of industry experience. He worked at Lincoln Financial Advisors for 22 years prior to joining OSAIC in 2025. In addition to his advisory role, he is involved with Cleveland Financial Group, providing financial planning and products to clients. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Benjamin Bulchik is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Numerator LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

John Schaly is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC. John also spent two years at Ashland University prior to his advisory career. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

James Makee Jr. is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2017, following a decade at UBS Financial Services. Outside of his advisory role, he serves as a board member and steering committee chairman for the Geauga County Airport Authority and owns two companies, including one focused on aircraft for personal and charitable use. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting specific net-worth thresholds. The firm integrates advisory services with various financial products and referral channels, delivering recommendations based on proprietary research and planning tools.

Jennifer Ramsey is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including Stratos Wealth Partners and Key Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Christine Weidig is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 20 years of industry experience, including roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Grant Davis is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is involved in managing long-term issues for Beechmont Country Club, a private nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, with a focus that includes municipal clients and public financing capabilities.

Gilbert Bachna is a financial advisor at Robert W. Baird & Co. in Lakewood, OH, with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2004 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has been involved with the College St. Library since 1992. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Joshua Croyle is a CFP® professional with seven years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has previously worked at PNC Investments, PNC Bank, and Steris. Croyle is also involved with Carver Financial Services, where he dedicates significant time to financial planning activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services and supports clients with customized, non-discretionary advisory solutions.

Jarrod Tackett is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Thomas Muscenti is a financial advisor with LPL Financial, holding 36 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Invest Financial Corporation for 10 years and has been involved with Coode/Muscenti Insurance Agency since 1978. He is also president of The Corning Group, an insurance agency, and operates a wellness center in Mentor, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs and supports both discretionary and non-discretionary management, utilizing research from its in-house and third-party sources.

Danny Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Skrbis serves on the Board of Directors for Slovenska Pristava and is the Camp Director for Camp Pristava, a Slovenian Catholic summer camp for children associated with local Slovenian schools and communities. Ameriprise is a large institutional firm providing retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Sukhwinder Singh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at PNC Bank and U.S. Bank. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Julie Nootbaar is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Burkhart & Co. Outside of her advisory role, she is involved in independent insurance brokering with Guardian Life Insurance Co. of America. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bethany Schmittel is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 65 credentials and 17 years of industry experience. She has been with Wells Fargo since 2015, initially at Wells Fargo Advisors LLC and then transitioning to Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.